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Berman Capital Advisors’s Grand Canyon Education LOPE Stock Holding History

Berman Capital Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-39
Closed -$2K – 1727
2020
Q1 		$2K Buy
+39
New +$3.21K ﹤0.01% 1148

Other funds holding LOPE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's LOPE Position: Q2 2020 in Review

Berman Capital Advisors sold out of Grand Canyon Education (LOPE) in Q2 2020, closing a stake of 39 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in LOPE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 305 funds tracked by Wall St. Rank hold LOPE as of Q2 2020.

  • Berman Capital Advisors reported no remaining Grand Canyon Education position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 39 Grand Canyon Education shares in Q2 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in Grand Canyon Education in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Grand Canyon Education position peaked at $2K in Q1 2020.
  • 305 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.